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First Trust Ind/Prod AlphaDEX shares owned by UMA Financial Services

Quarter-by-quarter ownership of First Trust Ind/Prod AlphaDEX (FXR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in First Trust Ind/Prod AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Ind/Prod AlphaDEX held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Ind/Prod AlphaDEX by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $38k 473 79.87
2025-09-30 $37k 473 78.06
2025-06-30 $35k 473 74.22
2025-03-31 $33k 473 69.64
2024-12-31 $35k 473 74.81

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding First Trust Ind/Prod AlphaDEX

Wells Fargo & Company
Raymond James Financial
LPL Financial
O'Dell Group
UBS Group
Royal Bank of Canada
CFG Asset Management
Branch Banking & Trust Company
D.A. Davidson & Co.
Janney Montgomery Scott
Baird Financial
Stifel Financial
Summit Financial
Modern Wealth Management
Benjamin Edwards

View all funds holding First Trust Ind/Prod AlphaDEX